# Castlestone Management LLC

> Castlestone Management LLC is a state-registered investment advisory firm in Ridgewood, NJ, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2025.

- CRD: 170379
- Filed as: CASTLESTONE MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ridgewood, NJ
- Filing period: October 2026
- Form ADV filing dated: March 12, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170379
- AdvisorCensus page: https://advisorcensus.com/firm/castlestone-management-llc-ridgewood-nj-170379

## Quick answers

**How is Castlestone Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Castlestone Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Castlestone Management LLC located?**
Castlestone Management LLC's principal office is in Ridgewood, NJ, according to its Form ADV.

**Is Castlestone Management LLC registered with the SEC or a state?**
Castlestone Management LLC is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 170379.

**How much does Castlestone Management LLC manage?**
Castlestone Management LLC reports $46,000,000 in regulatory assets under management in its Form ADV filing dated March 12, 2025 (100% discretionary).

**What types of clients does Castlestone Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (3).

**Does Castlestone Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170379

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $46,000,000
- Discretionary: $46,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $46,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2019 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- castlestonemanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Castlestone Management LLC (CRD 170379): Form ADV filing data as of October 2026.